Microsoft Dynamics CRM Administration

Understand Dynamics 365 security modeling to protect data and privacy through multi-tier licensing, role-based security, data sharing, and field level controls across business units.

Configure role-based forms in Dynamics CRM to show different fields for different security roles by enabling security roles on forms, setting form order, and using fallbacks for unassigned roles.

Create a user in the Office 365 admin center to generate a user ID and temporary password, and ensure a Dynamics 365 security role and license are assigned.

Learn how Dynamics 365 auditing tracks create, update, delete, and read changes across customizable entities and attributes, including audit logs, security, and governance for on premise and cloud deployments.

Dynamics 365 creates mailbox records, associates them with server profiles, and configures server-side synchronization, forward mailboxes, and test results for incoming and outgoing email.

Learn how Dynamics 365 uses duplicate detection rules and match codes to flag potential duplicates during create or update, with scheduled checks for accounts, contacts, and leads.

Create new Dynamics 365 online instances for production, non-production, or development, each as a separate organization, then configure security groups and base currency.

Learn how to use unmanaged solutions to back up CRM customisations and security roles, export and import solution files (zip) between organizations, and publish changes safely.